Chris Schwartz

Senior Wealth Advisor @iA Private Wealth

St John’s, NL, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

May 2024 — Present

Senior Wealth Advisor @iA Private Wealth

View department →

St. John\'s, NL, CA

Experienced Wealth Advisor with a demonstrated history of working in the wealth management industry. Skilled in Wealth Management, Retirement Planning, Estate Planning and Asset Allocation. Strong finance professional with a CPA (CMA) focused in Accounting from Society of Management Accountants.

EDUCATION

1990 — 1992

Memorial University, Newfoundland and Labrador

Commerce

1992 — 1995

Laurentian University/Université Laurentienne

Bachelor of Commerce (B.Comm)

2007 — 2009

Chartered Professional Accountants of Canada (CPA Canada)

CPA, CMA, Accounting

ABOUT CHRIS SCHWARTZ

Your Finances Don’t Have to Be Overwhelming. Let’s be real - money can feel…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.